Feeds

Telstra aces LTE market

Morgan Stanley predicts Big T has 500k 4G customers already

SANS - Survey on application security programs

Telstra has nailed first mover advantage in the LTE market, with a new report forecasting that the carrier will reveal it has captured in excess of 500,000 subscribers in its full year results next week.

Analysts at Morgan Stanley claim that Telstra will report annualized growth of 900% on LTE growth despite only having 200,000 LTE customers in May.

The new report from Morgan Stanley claims that Telstra’s aggressive LTE rollout strategy has sealed its spot as the dominant mobile carrier worked and estimates that Telstra has spent AUD $200 million on its LTE rollout since May 2011. The carrier has yet to confirm its capex on the LTE deployment.

The total upgrade of network to 4G is expected to cost of $400-500 million and the network deployment is currently around 40% complete.

The report claims that challengers Optus and Vodafone, have invested around $60 million each, on their respective LTE rollouts and may struggle to match the network gains that Telstra has already made.

The report found that Telstra has also maintained a 15% price advantage compared to an average of Optus and Vodafone over March 2011 to May 2012.

It claims that Telstra’s superior network (particularly in the face of Vodafone's poor network performance) has enabled it to increase its postpaid prices recently, including a 10% increase in call rates, connection/Flag rates up from 35c to 40c, and data allowance falling by 500MB per month.

“We believe TLS has the premium mobile network in Australia and a clear first mover advantage in 4G ... Telstra’s network advantage is predominantly a story of investing ahead of the curve, first in its 3G roll-out and now in its LTE 1800 MHz roll-out, although it has been helped by Vodafone Australia’s network problems,” the Morgan Stanley report said.

The analyst claim that the LTE strategy has given Telstra a marker boost with faster addition of new subs, lower churn rates than competitors and sustained premium pricing.

The report claims that globally carriers such as Vodafone are trying to emulate the Telstra LTE strategy.®

Top three mobile application threats

More from The Register

next story
Virgin Media so, so SORRY for turning spam fire-hose on its punters
Hundreds of emails flood inboxes thanks to gaffe
A black box for your SUITCASE: Now your lost luggage can phone home – quite literally
Breakfast in London, lunch in NYC, and your clothes in Peru
AT&T dangles gigabit broadband plans over 100 US cities
So soon after a mulled Google Fiber expansion, fancy that
AT&T threatens to pull out of FCC wireless auctions over purchase limits
Company wants ability to buy more spectrum space in auction
Google looks to LTE and Wi-Fi to help it lube YouTube tubes
Bandwidth hogger needs tube embiggenment if it's to succeed
Turnbull gave NBN Co NO RULES to plan blackspot upgrades
NBN Co faces huge future Telstra bills and reduces fibre footprint
NBN Co plans fibre-to-the-basement blitz to beat cherry-pickers
Heading off at the pass operation given same priority as blackspot fixing
NBN Co in 'broadband kit we tested worked' STUNNER
Announcement of VDSL trial is not proof of concept for fibre-to-the-node
prev story

Whitepapers

Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.
Combat fraud and increase customer satisfaction
Based on their experience using HP ArcSight Enterprise Security Manager for IT security operations, Finansbank moved to HP ArcSight ESM for fraud management.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
SANS - Survey on application security programs
In this whitepaper learn about the state of application security programs and practices of 488 surveyed respondents, and discover how mature and effective these programs are.
3 Big data security analytics techniques
Applying these Big Data security analytics techniques can help you make your business safer by detecting attacks early, before significant damage is done.